"*" indicates required fields 1Type of Business2Loan Purpose3Personal Info4Business Info5Loan Info6Additional Info a. Type of BusinessWhat type of business is the loan for? Alcoholic Beverage Production This includes wineries, breweries, distilleries, and any other real estate business with the primary purpose of producing alcoholic beverages. Automotive This includes auto repair, auto body, car dealerships, auto detailing, and any other real estate/business with a primary purpose centered around automobiles. Car Wash This includes self-service car washes, tunnel car washes, touchless car washes, and any other real estate/business with the primary purpose of cleaning cars. Child Care This includes daycare, preschool, camps, and any other real estate/business with the primary purpose of taking care of children. Convenience Store / Grocery This includes convenience stores, grocery stores, corner shops, bodegas, and any other store offering a wide variety of food and drink products. Elder Care / Assisted Living This includes nursing homes, hospices, memory care facilities, and any other real estate/business with the primary purpose of taking care of elderly and/or disabled people. Fitness / Sport This includes gyms, golf courses, sport facilities, martial arts schools, dance studios, and any other real estate/business with the primary purpose of providing a space and/or resources for physical activity. Franchise This includes fast food restaurants, chain restaurants, chain convenience stores, and any other real estate/business that is a franchise of a larger chain of businesses. Funeral Home This includes any real estate/business with the primary purpose of providing funeral, cremation, or burial services. Gas Station This includes standalone gas stations, gas stations with a convenience store, truck stops, and any other real estate/business with the primary purpose of providing fuel to automobiles. Home Repair Services This includes plumbing companies, electrical companies, HVAC companies, and any other real estate/business with the primary purpose of providing building repair services. Hospitality This includes hotels, motels, b&bs, and any other real estate/business with the primary purpose of providing short-term lodging. Industrial / Warehouse This includes factories, warehouses, distribution centers, and any other real estate/business with the primary purpose of producing, organizing, or storing commercial goods. Liquor Store This includes liquor stores, wine stores, bottle shops, and any other real estate/business with the primary purpose of selling alcoholic beverages. Medical This includes the offices of doctors, dentists, pharmacies, therapists, and any other real estate/business with the primary purpose of providing medical services and/or products. Multifamily This includes apartment buildings and any other form of multi unit rental housing. Office This includes office buildings, business parks, and any other real estate where business is done (other than those otherwise listed here). Professional Services This includes the offices of lawyers, accountants, marketing, real estate agencies, consulting firms, and any other real estate/business with the primary purpose of providing professional services. Restaurant / Bar This includes restaurants, bars, pubs, and any other real estate/business with the primary purpose of selling freshly prepared food or drink. Retail (Single or Multi-Unit) This includes strip malls, shopping centers, department stores, clothing stores, and any other real estate/business where products are sold (other than those otherwise listed here). RV Park This includes any real estate/business with the primary purpose of providing resources and/or short term lodging for RVs. Storage This includes self-storage, vehicle storage, cold storage, and any other real estate/business with the primary purpose of providing long-term storage space. Trucking This includes trucking companies and any other real estate/business with the primary purpose of commercial trucking. Other This includes any other type of real estate/business not otherwise listed here. What type of business is the loan for?What is the industry of the franchise? B. Loan PurposeWhat is the purpose of the loan? Select all that apply. Real Estate Purchase (Owner Occupied) Tooltip Real Estate Purchase (Lease/Investment) Tooltip Business Purchase Tooltip Loan Refinance Tooltip Is there already a signed Purchase and Sale Agreement for the real estate? Yes No Do you already own the business that will operate in the real estate, or is it a startup? Already own the business Startup C. Personal InformationWho is filling out this form?* Borrower Someone else Who is filling out this form?*[Choose One]Loan BrokerReal Estate BrokerAccountantLawyerOther (Professionally connected to borrower)Other (Personally connected to borrower)Person Filling Out the FormName* First Last Company Name*Email* Phone*BorrowerName* First Last Email* Phone*Credit Score*[Choose One]Above 800750-799700-749650-699Below 650Who would you like us to contact about the loan?* Person filling out the form Borrower How would you like us to contact you? Email Phone Note: One of our 504 loan experts will contact you to ask clarifying questions and obtain more information about your loan before we can select the right lender and connect you. D. Business/Real Estate InformationWhat is the legal/corporate name of your business?What is the trade/DBA name of your business?Give some background on your business, including its history, products/services provided, and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Give some background on the business you're starting, including its products/services provided and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Give some background on the business being purchased, including its history, products/services provided, and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Where is the real estate that is being purchased? City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Where is the business located? City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State E. Loan Information and CalculatorWhat is the estimated total purchase price?What is the estimated refinance value?This is the value needed to fully pay off the business’s previous loan. This value should be the same as the value of the loan you’re seeking.What is the estimated down payment? (%)Note: If your planned down payment isn’t one of the listed options, choose the option that is closest to it.[Choose One]15 202530Down paymentDo you have the down payment readily available? Yes No When will you have it available?Loan amount F. Additional InformationDescribe any personal business experience that would be relevant or transferrable to the business you're purchasing.How long have you owned your business?[Choose One]Under a year1 year2 years3 years4 years5+ yearsWhen will the details of your project be finalized?2-3 months1 monthLess than a monthAlready finalizedHow sure are you that you're going to move forward with the planned project?Not sure / Just curiousSlightly sureSomewhat sureMostly sureAbsolutely sureIs there anything else we should know about you or your loan that wasn't covered by this form?Note: Make sure to include anything else that would make your loan more appealing to lenders.What are you looking for from a CRESavvy lender and loan?